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Acropolis Investment Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Acropolis Investment Management’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,503
Closed -$128K – 245
2022
Q3 		$128K Buy
3,503
+20
+0.6% +$783 0.01% 217
2022
Q2 		$136K Buy
3,483
+9
+0.3% +$364 0.01% 214
2022
Q1 		$149K Buy
3,474
+450
+15% +$19.6K 0.01% 210
2021
Q4 		$137K Buy
+3,024
New +$137K 0.01% 215

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TA
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AT
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RJA
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LPL Financial
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Wells Fargo
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return